Shows
BioBusiness.TV, the podcast! ver2Making Money in Biotech - Part 1You are Watching:
Making Money in Biotech, the JMP Securities Way - Part I: State of the Industry Mid Year Report
The biotech sector is driven by news flow, because it has the power to change the value of companies, and put (more) money in your wallet. Charles Duncan and Jean-Loup discuss the performance of the Biotech industry in 2008 to this day, and the potential impact of news to come in the remainder of this year in the coming months. Despite the very challenging conditions, biotech outperformed. Charles and Jean-Loup also touch on the industry's relative strength in the tough...
2008-09-0901 minBioBusiness.TV, the podcast! ver2Making Money in Biotech - Part 2You are Watching:
Making Money in Biotech, the JMP Securities Way - Part II: Finding the Tipping Point
Which companies are likely to have news that can double the value your shares? Charles Duncan looks at the less obvious stock picks that could provide you with the most bang for your buck. His equation for determining the best opportunities incorporates variables such as lack of revenue (yes he means lack of), products that are owned outright and about to get significant clinical data, no FDA risk, and good cash position.
This interview was conducted at the NASDAQ Marketsite, on September 9...
2008-09-0905 minBioBusiness.TV, the podcast! ver2Making Money in Biotech - Part 3You are Watching:
Making Money in Biotech, the JMP Securities Way - Part III: A few Stock Picks
Allos, Cytokinetics, Orexigen, and Sangamo or just a few of JMP Securities stock picks for the end of the year. Charles Duncan explains how they are at a pivotal moment in their growth, and therefore best positioned to generate large returns for investors. Charles gives us some details about the company, the ongoing clinical trials, and the type of news we should expect in the months to come.
This interview was conducted at the NASDAQ Marketsite, on September 9th, 2008, in New York...
2008-09-0901 minBioBusiness.TV, the podcast! ver2MYGN Stock Analysis with Charles DuncanYou are Watching:
Myriad Genetics, Unique Hybrid Business Model, $48 to $87 Share Price?
The story of Myriad Genetics (MYGN) resonated in the investor community as disappointing Phase 3 data was followed by a 40% stock price increase (from $48 on June 27 to $66 on August 20th, day of this interview). Charles Duncan has the longest formal coverage on Myriad. He explains the rationale behind this development, and the $87 price target he has set for the company shares. Charles and Daniel review Myriad’s personalized medicine and drug development hybrid business model, and their prospects for growth as standalone companies. Would spinning of the drug development bu...
2008-08-2011 minBioBusiness.TV, the podcast! ver2CELG vs. MLNM with Charles DuncanYou are Watching:
Oncology Battlegrounds: Celgene vs. Millenium, with Charles Duncan.
The long running face off between Celgene's Revilimid and Millenium's Velcade intensifies with the latest clinical data releases. Charles Duncan, is bullish on Revlimid, he tells us why. Charles looks at the impact of Takeda's new ownership of Millenium on its management and competitivity vs. Celgene. Charles also comments on the JNJ / Takeda relationship.
This interview was conducted at the NASDAQ Marketsite, on June 26th, 2008, in New York City.
Featuring:
* Charles Duncan, Managing Director and Senior Biotechnology Analyst, JMP Securities
* Daniel Teper, Managing Director at Bionest Partners, and Founder...
2008-06-2601 minBioBusiness.TV, the podcast! ver2CELG Stock Analysis with Charles DuncanYou are Watching:
Celgene's Revlimid, Markets and Revenues, with Charles Duncan.
What are the next areas of growth for Revlimid? Asides from the growth in frontline use for Multiple Myeloma, Charles Duncan tells us about its use in Non-Hodgkin Lymphoma (NHL) and Chronic Lymphocytic Leukemia (CLL). Revlimid is also bound to expand its geographical reach with Europe and Japan. Charles' expectation is that Revlimid will be a $2.8+ billion opportunity drug. Finally, he explains Revlimid's contribution to Celgene's bottom line and stock price. Charles' price target for CELG is $85.
This interview was conducted at the NASDAQ Marketsite, on June 26th, 2008, in...
2008-06-2601 minBioBusiness.TV, the podcast! ver2DNA vs. IMCL with Charles DuncanYou are Watching:
Oncology Battlegrounds: Genentech vs. ImClone, with Charles Duncan.
The data released on Eribitux at the latest ASCO meeting is an indicator of the emergence of personalized medicine. The data itself was not that great of news for ImClone. Nonetheless, it will lift some of the pressure from reimbursement authorities. Charles believes the KRAS mutational status will be on the labels. Genentech remains strong in its growth and earnings. ImClone's new data also affects Genentech indirectly, and in a positive way.
This interview was conducted at the NASDAQ Marketsite, on June 26th, 2008, in New York City.
Featuring:
* Charles...
2008-06-2601 minBioBusiness.TV, the podcast! ver2Small Cap Focus with Charles DuncanYou are Watching:
Small Cap Focus, Full Integration, Personalized Medicine, with Charles Duncan.
In today's market, where good clinical data and milestones are shadowed by financing prospects, Charles Duncan recommends having at least 2 years cash. Charles also presents a few of the most promising small and mid caps he's been keeping his eyes on - including Myriad Genetics (MYGN), Sequanom (SQNM), Illumina (ILMN), Invitrogen (IVGN), Genomic Health (GHDX). Charles and Daniel discuss the opportunity for small and mid caps to become fully integrated specialty pharmaceuticals.
This interview was conducted at the NASDAQ Marketsite, on June 26th, 2008, in New York City.
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2008-06-2601 min